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W.R. Berkley
WRB

Overview Fund Activity

322 hedge funds and large institutions have $4.22B invested in W.R. Berkley in 2014 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 106 increasing their positions, 112 reducing their positions, and 20 closing their positions.

Holders
322
Holders Change
+12
Holders Change %
+3.87%
% of All Funds
9.26%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
35
Increased
106
Reduced
112
Closed
20
Calls
$46K
Puts
$658K
Net Calls
-$612K
Net Calls Change
-$4K

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$62.4M
2
Boston Partners
2
Boston Partners
Massachusetts
$121M
3
AL
3
AJO LP
Pennsylvania
$21.8M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$20.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$16.5M

Top Sellers

1
Eagle Capital Management (New York)
1
Eagle Capital Management (New York)
New York
$518M
2
Credit Agricole
2
Credit Agricole
France
$3.48M
3
Citadel Advisors
3
Citadel Advisors
Florida
$50.7M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$56.1M
5
MIH
5
Madison Investment Holdings
Wisconsin
$43.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AW
301
Alpha Windward
Massachusetts
$27K 1,947 +1,404 +259%
MAM
302
Mizuho Asset Management
Japan
$24K 1,779 +1,779 New
SAMC
303
Shinko Asset Management Company
Japan
$23K 1,688 – –
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$19K 1,357 – –
QBFM
305
QS Batterymarch Financial Management
New York
$19K 1,350 – –
LSV Asset Management
306
LSV Asset Management
Illinois
$13K 1,013 +1,013 New
GAM
307
Gemmer Asset Management
California
$12K 894 – –
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$12K 908 +149 +20%
KLWA
309
Kelly Lawrence W & Associates
California
$11K 810 -675 -45%
PTC
310
Private Trust Company
Ohio
$11K 790 – –
US Bancorp
311
US Bancorp
Minnesota
$9K 668 -510 -43%
JFGIW
312
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$9K 689 – –
NES
313
New England Securities
New York
$8K 564 +129 +30%
PMFA
314
Plante Moran Financial Advisors
Michigan
$7K 516 – –
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$7K 500 +500 New
CG
316
Colony Group
Massachusetts
$4K 324 – –
Bessemer Group
317
Bessemer Group
New Jersey
$3K 203 -199 -50%
CAW
318
Cornerstone Advisors (Washington)
Washington
$2K 122 +122 New
WA
319
WFG Advisors
Texas
$1K 44 – –
ACS
320
Archford Capital Strategies
Illinois
$602 44 – –
CC
321
Carlson Capital
Texas
– – -633,251 Closed
Renaissance Technologies
322
Renaissance Technologies
New York
– – -439,212 Closed
JAM
323
Jupiter Asset Management
United Kingdom
– – -342,576 Closed
State of Wisconsin Investment Board
324
State of Wisconsin Investment Board
Wisconsin
– – -247,172 Closed
MM
325
Midas Management
New York
– – -135,000 Closed
10 11 12
13
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